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Eversource Energy

874 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 325 increasing their positions, 284 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.61M

23% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 95

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 284

1% more funds holding

Funds holding: 866874 (+8)

0.32% less ownership

Funds ownership: 83.39%83.07% (-0.32%)

14% less capital invested

Capital invested by funds: $20.2B → $17.5B (-$2.75B)

Holders
874
Holders Change
+8
Holders Change %
+0.92%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
117
Increased
325
Reduced
284
Closed
95
Calls
$18.8M
Puts
$8.61M
Net Calls
+$10.2M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Securian Asset Management
Minnesota
$1.13M -$62 -1 -0%
AG
327
Ascent Group
Virginia
$1.13M +$14.3K +230 +1%
JC
328
JB Capital
Connecticut
$1.13M -$61.6K -988 -5%
NA
329
NewEdge Advisors
Louisiana
$1.13M -$212K -3,407 -15%
AI
330
Atria Investments
North Carolina
$1.13M -$81K -1,300 -6%
NB
331
Norinchukin Bank
Japan
$1.12M +$198K +3,171 +19%
MML Investors Services
332
MML Investors Services
Massachusetts
$1.09M -$151K -2,421 -11%
KAS
333
Kestra Advisory Services
Texas
$1.09M +$93.3K +1,497 +9%
EIA
334
Edgemoor Investment Advisors
Maryland
$1.08M
SA
335
Sanctuary Advisors
Indiana
$1.07M -$166K -2,663 -12%
IMCOOI
336
Investment Management Corp of Ontario (IMCO)
Canada
$1.07M +$438K +7,026 +60%
PL
337
Polianta Ltd
Jersey
$1.07M +$1.16M +18,600 New
AAS
338
Avantax Advisory Services
Texas
$1.07M +$17.1K +274 +1%
SPIA
339
Steward Partners Investment Advisory
New York
$1.07M -$197K -3,153 -15%
SFA
340
Sequoia Financial Advisors
Ohio
$1.05M +$61.9K +993 +6%
IA
341
Icon Advisers
Colorado
$1.03M
SSA
342
Schonfeld Strategic Advisors
New York
$1.03M -$1.22M -19,519 -52%
PI
343
PFG Investments
New York
$1.03M +$72.4K +1,161 +7%
BEI
344
Benjamin Edwards Inc
Missouri
$1.03M +$123K +1,969 +12%
MGP
345
Metis Global Partners
California
$1.02M +$64.6K +1,036 +6%
PWP
346
Principle Wealth Partners
Connecticut
$1.02M +$187 +3 +0%
Kovitz Investment Group Partners
347
Kovitz Investment Group Partners
Illinois
$1.01M +$30.4K +487 +3%
QCM
348
Qsemble Capital Management
New York
$1.01M +$760K +12,193 +228%
MCM
349
Mork Capital Management
California
$999K +$1.08M +17,400 New
NMERB
350
New Mexico Educational Retirement Board
New Mexico
$977K -$12.5K -200 -1%

ES Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2024, worth a combined $17.5B — down 14% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ES positions and 95 closed out — a net gain of 22 holders — while 325 added to existing stakes and 284 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $286M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 874 institutional investors held Eversource Energy (ES) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2024, down 14% quarter-over-quarter.
  • 117 funds opened new Eversource Energy positions in Q4 2024 and 95 closed out, a net change of +22 holders.
  • The largest Eversource Energy buyer in Q4 2024 was Wellington Management Group, an estimated $286M added.
  • The largest Eversource Energy seller in Q4 2024 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2024.